EPM Day San Francisco - Oracle DRM Success Factors
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The document provides an overview of Ranzal's experience with rapid deployments of Oracle Data Relationship Management (DRM). It discusses three case studies of DRM implementations for an automotive services provider, paper and packaging manufacturer, and cable and media provider. Common success factors for rapid DRM deployments are identified, including taking an iterative approach, focusing on both processes and tools, having the right scoped project, training, and flexibility. Ranzal's DRM toolkit and accelerators are also highlighted.
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EPM Day San Francisco - Oracle DRM Success Factors
- 1. Business Analytics Solutions Provider Using Oracle EPM, BI, and Big DataTechnologies Oracle EPM Innovation Day Oracle Data Relationship Management Common Success Factors of Rapid DRM Deployments Patrick Lehner Chad MacKendrick February 2016
- 2. About Ranzal Ranzal DRM Experience & Capabilities DRM Rapid Deployment Case Studies Common Success Factors Wrap-up and Q&A 2 Agenda Topics
- 3. About Us 18+ Years 850+ Clients 1700+ Projects Focus Services People Methodology Customers Partnership 3
- 4. The History of Edgewater Ranzal 4 Ranzal &Associates Founded Essbase 2001 2004 20111996 2010 Planning Acquired Vertical Pitch HFM/FDM/DRM Building OBI Team OBIEE Launched Oracle Endeca Information Discovery Practice (OEID) Launched Hyperion Planning & Budgeting Cloud Service (PBCS) Acquired by Edgewater (NASDAQ: EDGW) Acquired Meridian HSF UK Office opened 2007 2013 Hyperion Tax Provision (HTP) 20122009 HPCM Exalytics 2014 2015 Acquired Branchbird for Big Data Acquired M2 Dynamics for Business Analytics
- 5. 5 Our Services Financial Close & Consolidations Business Intelligence/Big Data Enterprise Planning & Analytics Data Integration Services Training & Support Services Advisory ServicesInfrastructure Costing & Profitability Mgmt Business Intelligence/Big Data • Scorecards & Dashboards; Mobile Delivery • Prepackaged Analytic Applications (OBIA) • • • • • • BI Foundation (OBIEE / Essbase) Financial & Operational Analytics Reporting & Publishing Big Data Information Discovery (Endeca) Business Intelligence Cloud Service (BICS) Financial Close & Consolidations • Legal, Segment, & MgmtReporting • Financial Performance & Close • Optimization & PerformanceLab • Tax Provisioning • Regulatory Requirements Data IntegrationServices • ERP Integration • Financial Data Management • Data Warehousing • MDM & DRM • ETL Services and Automation Infrastructure • Hardware Sizing, Installation, & Configuration • Exalytics Benchmarking • System Monitoring, Backup, & Disaster Recovery • Upgrade & Migrations Advisory Services • Project/Program Management & Process Change • EPM & BI Road Maps Training & Support Services • Standard & Custom Training • Virtual Classroom • Multimedia and UPK • Service Level Agreements • Managed Services & Hosting • PerformanceEngineering Enterprise Planning & Analytics • Strategic Planning (HSF) & Modeling • Planning, Budgeting & Forecasting • Workforce, Capital, & Project Financial Planning • Public Sector Planning • Cloud Services Costing & ProfitabilityManagement • HPCM Standard & Detail Models • WaterfallAllocations • Shared Service Charges • Activity Based Costing • Customer, Product, Segment& LOB Profitability
- 6. Recent Company Highlights Acquired M2 Dynamics, an Oracle Platinum Partner, to Expand Business Analytics Solutions consultancy services in the West Coast and southern regions of the United States Ranks fifth for 2nd year in a row among Florida’s Top 50 Women- Led Businesses Acquired Branchbird, an Oracle Gold Partner, to Expand Big Data/Data Discovery Solutions to Complement EPM/BI Suite Offerings Released Ranzal Healthcare Analytics Achieved Oracle Validated Integration with Oracle Healthcare Analytics 6 6
- 7. Patrick Lehner – Principal Architect 10 Years in EPM Space DRM, Essbase, Planning, BICS, & PBCS Certified 7 6 Speaker Introductions
- 8. 40+ DRM Clients in all Edgewater Ranzal verticals Projects range from 3 weeks to 1.5 years Typical ~16 weeks per phase Key Expertise in: Roadmap / Phasing DRM Analysis & Rationalization from multiple sources to create common state management Sources & Targets: ERPs (EBS, PS, SAP, JDE, Lawson, etc.), EPM Suite, DW, & Other Targets Workflow(DRG) Training & KnowledgeTransfer Deliver training through our partner Keyteach both privately andpublicly Oracle DRM Partners Oracle Certified DRM developers Experience since Razza Solutions MDM product (~2005) DRM resources certified in other EPM products (Essbase, Planning, HFM, etc) and well versed in SQL, common ETL platforms, and scripting (ODI, Informatica, SSIS, various scripting languages) 8 6 Ranzal DRM Experience & Capabilities
- 9. Recent DRM Rapid Deployment Projects Paper & Packaging Manufacturer Automotive Product & Service Provider Cable & Media Company Use Case Format Objectives Challenges High Level Architecture Why DRM Results Case Studies 9 6
- 10. DRM for Automotive Services Provider 1 6 1. Objectives 2. Challenges • DRM • Accelerate an HFM, FDMEE, Essbase Reporting implementation • Sunset Excel based governance submission process • Processes • Design new CoA to integrate multiple companies into common COA and allow for future expandability for mergers, acquisitions, divestitures • “Systemize” current excel based submission collection process • Create a framework for future M&A activity • Knowledge Transfer • Quickly implement DRM and deliver knowledge transfer so development resources can immediately start using DRM to maintain master data for HFM and mappings for FDMEE • DRM Experience • While experienced in Planning and Essbase, the client had not used DRM prior to this engagement • Timeframe • Very short CoA redesign window to accommodate HFM data validation and rollout process • DRM to HFM, FDMEE integration had to be ready “before the projectstarted” • Other tracks on a different timelines • New Content • New CoA numbering scheme • Rationalization of existing structures • Added dimensionality to assist in data analysis • Multiple Parallel Streams of Work • DRM, DRG, HFM, FDMEE, Essbase, FCM
- 11. DRM for Automotive Services Provider DRM FDM HFMEssbase (Reporting) EBS Div1 EBS Div2 Maps Admins manage applications, mappings, & approvals Data Master Data Admins Control Data flow & loads Other Sources Planning Sub-ledger Div1 Business users granted read only reporting,analysis, & data governance workflow capabilities Sub-ledger Div2 1 6
- 12. DRM for Automotive Services Provider 1 6 3. Why DRM 4. Results • Speed • Meet tight timelines • DRM used “live” during CoA design sessions to interactively visualize new hierarchy structures on the fly • Optimize request process & reduce manual data entry • Collaboration & Flexibility • Ability to tie together multiple application work streams in the same tool • Independent application configuration for level of detail with auto-mapping capability • Ability to integrate with source systems to keep source system changes in synch • In synch integrations for multiple streams of work • Future Expansion and Scalability • Framework for future M&A activity • Summary • Completely new CoA model in < 1 month • Integrations for: 1 HFM app, 1 ASO app, 1 BSO app, 1 planning app, FDMEE • Changed Data Capture source system integrations for 2 EBS instances and 2 subledgers • DRG Replacement for excel based data governance request model • Benefits Realized • Duplicative and manual data entry avoided • Business logic to drive HFM CF rules • Knowledge Transfer throughout project allowed users to quickly start governing multiple development streams • Cost effective M&A Engine when used with FDMEE • Ability to quickly spin up what if models of applications • As project timeline allowed, scope was expanded to provide phase 1+ functionality
- 13. DRM for Paper & Packaging Manufacturer 1 6 1. Objectives 2. Challenges • Major transformational business event • Manage the Merger of Major Conglomerates • Create the 2nd largest packaging company in the world • Project Mandate • Financial reports are accurate and complete • Consolidations complete in time for June 30th close and subsequent quarterly filings • Management Reporting processes remain in place until transition is planned and implemented • Day 1 - as little upstream processes changed as possible • Post Day 1 - full transitions & transformations considered • As much detail as possible put into financial system • A tool is used to facilitate the mapping process that can be completed and tested before the deadline and be efficientlymaintained • Current processes • Current mapping processes were time consuming and inflexible • Utilized Excel spreadsheets that were difficult to track & distribute work from. • Inconsistent methods and tools • Disparate methods, tools, and skills across source systems • Skills not transferable across sources • Timeframe • Organizations must be integrated within 100 days • Map & consolidate 60+ sources to 1 Financial System
- 14. DRM for Paper & Packaging Manufacturer DRM FDM JDE Essbase (Recon) SAP Sources Non SAP Sources Unmapped Maps New Combos Admins manage mappings Data Master Data CoA Changes Users Preview Data Consolidation New CoA elements Et. Al. Functions Admins Control Data flow & loads 1 6
- 15. DRM for Paper & Packaging Manufacturer 1 6 3. Why DRM 4. Results • Efficiency and Alignment • Enforce business rules & maintain complex mappings • Eliminate parallel maintenance • Align dimensions across all domains • Simplify close cycle & reduce reconciliation risk • Create, manage & align alternate reporting hierarchies • Accelerate Transformation • Repeatable M&A Onboarding Process • Catalyst for organization & finance transformation • Simplify COA transformation & redesign • Speed up business approvals with “what if” scenarios against business transactions • Reduce Risk • Simplify & reduce risk for upgrades, migrations & rationalization initiatives • Assure compliance with business rules & policies • Simplify regulatory compliance • Lower risk of financial misstatements with proactive change management & data governance • Summary • Designed and implemented solution within 100 days and under budget • Delivered an integrated mapping platform to map disparate sources into one common JDE GL • Source-target mapping hierarchies containing87K+ Accounts and 23K+ BusinessUnits • Effectively transferred knowledge throughout ensuring functional admins can update and run the model autonomously • Benefits Realized • Framework for M&A • Standardized mapping processes regardless of source • Increased traceability, versioning, audit, management and control within the mapping process
- 16. DRM for Cable & Media Provider 1 6 1. Objectives 2. Challenges • DRM • Manage complex hierarchies and changes • Eliminate duplicative hierarchy updates and manual data entry • Replace HFM API metadata report with DRM report • Ability to send feeds to apps across environments • Build of DRM/Planning hierarchies and integration added as secondary objective during HFM project • Processes • Preserve current ticket request, while enhancing and refining process to take advantage of DRM functionality • Knowledge Transfer • Quickly implement DRM and deliver knowledge transfer so resources can immediately start using DRM to maintain master data for HFM • DRM Experience • While experienced in HFM, Planning, and HFM, client had not used DRM prior to this engagement • Timeframe • Initial Hierarchy build and integration to be completed in 7-9 weeks • Complex Hierarchies & Environments & Versions • Numerous alternate rollups • Extensive use of shared members • Multiple environments and copies of apps on different versions • HFM Metadata Report • HFM API metadata report to become obsolete and an alternative solution must be found
- 17. 11.1.2.4 11.1.2.1 DRM DRM Staging FootPrints HFM1 - Acceptance PROD EPMA APP1 (Planning) I App T App PLN2 (Planning) I App T App PLN3 (Planning) I App T App ASO1(ASO) I App T App HFM1 HFM2 HFM3 PARALLEL EPMA PLN1 (Planning) I App PLN2 (Planning) I App PLN3 (Planning) I App ASO1(ASO) I App HFM1 HFM2 HFM3 .APP Files User Community Workflow Requests HFM& Planning Admins Preformatted Templates for FootPrints Requests UAT EPMA APP1 (Planning) I App T App PLN2 (Planning) I App T App PLN3 (Planning) I App T App ASO1(ASO) I App T App HFM1 - Test HFM1 - PreProd HFM1 – PreLive HFM2 HFM3 DRM for Cable & Media Provider
- 18. 3. Why DRM 4. Results • Process • Eliminate duplicative maintenance • Support for 32 apps (HFM, Planning, Essbase) across 3 environments and 2 releases (11.1.2.1 & 11.1.2.4) • Optimize request process & reduce manual data entry • Support parallel ticket requests and application updates • Robust DRM versioning process defined • Functionality • SOX Transaction / Audit History Tracking • Mass updates utilizing Tx history across versions • Visual comparison of hierarchies across apps • Query & Analysis capabilities to refine & rationalize • Validation capabilities to enforce master data quality • Cross Environment & Multi-Product Version feeds • Export functionality to generate HFM metadata report • Future Expansion and Scalability • System expansion -- FDMEE, OBIEE, additional applications, additional reporting • Workflow with Data Relationship Governance (DRG) • Summary • Implemented 100+ hierarchies • Built validations, compares, and queries to analyze hierarchies and ensure master data quality • Built integration to 3 HFM applications for both 11.1.2.1 and 11.1.2.4 versions • Built exports to produce a DRM-based reporting to business and ticketing system • Excel macros provided additional formattingrequired • Benefits Realized • Simultaneous ticket handling • Duplicative and manual data entry avoided • Highlighted opportunities for hierarchy rationalization, pruning, and simplification 18 DRM for Cable & Media Provider
- 19. Common Success Factors in Rapid DRM Deployments 19 Approach Focus on structuring master data for universaluse Preserve flexibility and scalability for the future Focus on Processes and Tools Equally Tools without processes will not be as successful Processes without tools are equally as bad (spaghetti bowl phenomenon) Right Sized Scope “sweet spot”, “bang for the buck”,“impact” Use phasedapproach Revisit roadmapfrequently Build on the success of partner approaches Success! + + = Balancing Project Fundamentals Short-Term Impact Long-Term Vision
- 20. Common Success Factors in Rapid DRM Deployments Training 20 Ranzal Success Factors Approach Iterative development and prototypes Utilize Ranzal labs for pre-development DRM Toolkit and Accelerators Proprietary Ranzal DRM code layered on top of out-of-the-box functionality Enables re-use and rapid implementation of DRM customization and integration work Knowledge Transfer & Training Enable client to work side-by-side with us Deliver interactively during project Point of View & Experience Diverse client experience across industries Develop strategic EPM Roadmaps and follow through with implementation across the full EPM suite Focus on Long Term Relationships Assist at varying levels over time Roadmaps (beyond DRM), Infrastructure Services, Req & Design, Build, Production Support,
- 21. Common Success Factors in Rapid DRM Deployments 21 Client Success Factors Resources SME’s and Key Business/Technical Liaisons identified and available Engagement Utilize DRM ASAP Use DRM for the requirements & design! Don’t live in Excel and Word Documents! Utilize proof of concept, iterative high participation build, testing, go-live Flexibility Allow discovery and change of course “No Fault” zone when errors or alternative approaches identified System & Data Access Direct, unabridged, full control Dev, Test, Prod (before go live) Use production master data
- 22. DRM Success Factors Use DRM Immediately!!! Don’t lose time producing non-functional artifacts Do it “Live” Add Users Content creators and validators Better wider understanding of subject matters Aids in change management Use Efficient Paths Built in functionality: audit, versions, property logic, validations, queries, exports Use partner accelerators “Code bases” Knowledge Transfer & Training Promote DRM as the System of Record Treat Development as “Production Ready” ASAP Sample only what is necessary, use actual production master data when possible Common Success Factors in Rapid DRM Deployments App1 Reports App2 DW 22
- 24. Contact Information Edgewater Ranzal 108 Corporate Park Drive, Suite 105 White Plains, NY 10604 Tel (914) 253-6600 Email: info@ranzal.com Company Contact Robin Ranzal Knowles, President 45 Beech Street, Suite 109 London EC2Y 8AD United Kingdom Tel +44 (0) 2033 717 174 24 150 North MichiganAve. Suite 2800 Chicago, IL 60601 Tel (312) 624-7738 200 Harvard Mill Square Suite 210 Wakefield, MA01880 Tel (781) 246-3343